Featured Macro & Economic Post
Huge housing starts number
The U.S. Department of Commerce reported this morning that housing starts soared in the last month of 2019.
Read MoreMacro & Economic
Tony is best known for the practical application of macro data. He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.
Huge housing starts number
The U.S. Department of Commerce reported this morning that housing starts soared in the last month of 2019.
Read MoreCredit indicators update
Since the initial inversion in the spread between the U.S. Treasury 2-year yield and the 10-year yield last August, we closely monitor credit conditions for an indication that a recession…
Read MorePhilly Fed blows past estimates
The Philadelphia Federal Reserve reported a solid rebound in its monthly manufacturing business outlook survey.
Read MoreCPI data increases less than expected
The Consumer Price Index (CPI) in December rose less than expected in December.
Read MoreIT sector and EPS reinforce sticking to game plan
There has been nothing in either the tactical or fundamental data to suggest we take a different approach from our current plan. The market continues to be in an extreme…
Read MoreSmall business confidence pulls back from a 4-month high
The National Federation of Independent Businesses (NFIB) reported small business confidence declined in the last month of 2019.
Read MoreMonday tactical indicators update
The S&P 500 Index (SPX) continued to climb higher last week and gained an additional +0.94%, setting a new weekly closing high. The index has now moved higher in 12…
Read MoreU.S. Unemployment Rate holds at 3.5%
The U.S. economy added fewer jobs than expected in December and there was a small downward revision to the November data.
Read MoreJanuary Macro Slide Deck
As highlighted in Flying Smart, the market has been ripe for a correction, and the escalating Iranian conflict certainly offers a potential catalyst. Unfortunately, corrections only feel natural, normal, and…
Read MoreThe ADP jobs report knocked the cover off the ball
The ADP employment report ended 2019 on a high note as companies add the largest number of workers in eight months in December.
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